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United Way Campaign Guide Executive Summary for Employee Campaign Managers

FOOD

• Meet with your CEO• Recruit your Campaign Team• Learn about United Way and the community’s Agenda for Change

• Analyze your 2014 Campaign results and set 2015 Campaign goals, objectives, timelines, and strategies• Meet with your Loaned Executive• Develop Leadership Giving strategies• Complete Campaign planning

• Educate employees by promoting your campaign and the Agenda for Change• Make your campaign fun and engaging• Distribute and collect pledge forms• Follow up with employees and past donors

• Report your results• Thank donors• Debrief with your Loaned Executive and/or United Way staff liaison• Develop a year-round United Way program

PREPARE

PLAN

CONDUCT

CONCLUDE

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PREPAREMeet with your CEO

Recruit your campaign team

Learn about United Way and the Agenda for Change

• Recruit from all areas in your organization:• Campaign Chair from senior management• Representative from each department and/or location and/or shifts• Key Club Coordinator• Rosenberry Ambassador• Marketing/Communications colleagues

• Attend a United Way campaign planning session or schedule an in-house meeting for your committee with your United Way Loaned Executive or staff liaison.• Involve longtime Loyal Contributors.

• Arrange bus tours our agency visits• Volunteer during Days of Caring• Share online publications via email• Distribute print materials• Attend United Way events

Seek or secure: • Personal endorsement of the campaign.• Permission to conduct campaign presentation(s) for employees• Approval for payroll deduction.• Approval for incentives.• Support for a Leadership Giving program.• Ask about a corporate gift.

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Meet with your CEO

Your United Way Campaign will be most successful with support from the top. That's why it is important to meet with your CEO/Executive Director.

Personal endorsement of the Campaign

• Ask your CEO/Executive Director to speak at an employee rally/meeting. • Ask your CEO/Executive Director to send out an endorsement letter, email and/or voicemail. Find samples of these communications on www.unitedwaydanecounty.org/run-a-campaign.

Permission to hold an Employee Rally

• Ask your CEO/Executive Director to allow a United Way presentation for employees to educate them about the work that United Way and its partner agencies are accomplishing. This can be done at an existing employee meeting, department meeting or a campaign rally.

Approval for payroll deduction if your organization doesn't provide it • This method of giving dramatically increases campaign contributions by enabling employees to give a larger gift by giving smaller amounts each pay period.

Support for a Leadership Giving Program

• Leadership Givers are our greatest impact donors and the driving force of change in our community. • Ask your CEO to appoint a Key Club Coordinator and/or a Rosenberry Ambassador to help promote, encourage and thank these invested donors through special communications. Find position descriptions of these roles on our website at unitedwaydanecounty.org/run-a-campaign

Ask about a Corporate Gift

• Ask your CEO if your organization will be contributing a corporate gift, and if the pledge form has been signed and returned. • Ask about the possibility of a corporate match to further your impact in the community, such as match of all employee gifts or a certain amount per donor.

Other Campaign items

• Ask your CEO to approve time for Campaign activities. This includes employee rallies, special events, agency tours, and committee meetings. • Decide on a budget for the campaign; keeping in mind expenses can be kept to a minimum by utilizing your vendors, customers or employees to provide incentives, drawing items and/or auction items.

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Recruit your Campaign Team

Committee members provide great ideas, support for your campaign and create a more engaging and compelling message

Recruit from all areas in your organization

• Recruit a Campaign Chair from senior-level management to help plan, promote and monitor the campaign. • Recruit a representative from each department and location or shift to ensure delivery of the campaign message throughout the entire organization. • Recruit a Key Club Coordinator to help promote Leadership Giving among current and prospective Key Club donors. Key Club donors make up approximately one-third of the annual campaign, and can be a driving force for your campaign growth. Look at your Leadership Giving Roster in your ECM folder to identify current leadership givers. • Recruit a Rosenberry Ambassador to help promote the Rosenberry Society. The Rosenberry Society is United Way’s young leaders group that promotes change in our community. Look at your Leadership Giving Roster for prospects. • Recruit someone from your Marketing Department to help with the implementation and distribution of the campaign message.

Attend a United Way Campaign Planning Session or schedule an in-house session with your committee through your United Way Loaned Executive or staff liaison

• We provide planning sessions between June and July. Call your United Way staff liaison to find out more and to register. Include your entire committee. •We also offer a separate planning session for our Key Club Coordinators and Rosenberry Ambassadors.

Involve longtime Loyal Contributors • Loyal Contributors are donors who have been giving 25 years or more to United Way. Ask these individuals to share why United Way has remained central to their philanthropic giving for so many years.

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Learn about United Way and the Agenda for Change As a community, we identified the most critical issues right here in Dane County. These three priorities make up the Agenda for Change.United Way engages our community, mobilizes volunteers and strengthens local nonprofits to achieve measurable results and change lives.

Education

• Children are cared for and have fun as they become prepared for school. • Students succeed academically and graduate from high school, regardless of race.

Income

• More people are on pathways out of poverty. •There is a decrease in family homelessness.

Health • People’s health issues are identified and treated early. •Seniors and people with disabilities are able to stay in their homes.

Other ways to learn about United Way

•Visit our website at www.unitedwaydanecounty.org. •Read the United Way campaign brochure. •Review recent editions of United Way’s newsletter online (sign up at unitedwaydanecounty.org). •Talk to co-workers who volunteer at United Way or with our partner agencies about their experiences. •Read our Annual Report at unitedwaydanecounty.org/annualreport.

AG

ENDA FOR CHANGE

INCOME

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PLANAnalyze your Campaign Results from last yearand set Campaign Goals, Objectives, Timelines, and Strategies

Meet with your Loaned Executive

Develop Leadership Giving strategies

• Share your Campaign anaylsis from last year and your strategies and timeline for this year’s Campaign

• Meet with your Key Club Coordinator and Rosenberry Ambassador to analyze last year’s results• Develop strategies to increase Leadership Giving at your organization• Plan a Leadership Giving event• Share these strategies with your CEO

Campaign Planning

• Schedule your Campaign kick-off or rally• Request Campaign materials and other resources from your Loaned Executive• Schedule a Community Voices speaker or tour to educate your colleagues about their impact• Personalize your pledge forms• Develop a communication plan• Incorporate Leadership Giving strategies• Send out a communication informing employees of the upcoming Campaign

• Examine your past Campaign results and discuss challenges and opportunities from last year's Campaign• Identify areas of greatest potential growth within your organization• Set clear, specific goals and objectives from your Campaign analysis• Create Campaign timeline of events and anticipated needs• Review 10 Best Practices for a Successful Campaign found at unitedwaydanecounty.org/run-a-campaign• Determine your Campaign strategies• Share your strategies with your CEO

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Analyze Campaign Results from last yearCampaign Goals, Objectives, Timelines, and Strategies

Examine your past campaign results and discuss challenges and opportunities• Review your organization’s profile provided by your Loaned Executive or United Way staff liaison. This includes past campaign results and a suggested goal for this year. Please call your Loaned Executive or staff liaison to obtain an organization profile.• If applicable, meet with last year’s Employee Campaign Manager and/or committee to discuss challenges and opportunities.

Identify areas of greatest potential growth within your organization• Identify large departments that have the capacity to grow or areas that have declined in participation or Leadership Giving.• Identify individuals with good potential for leadership giving opportunities, like your young leaders.• Include your union representatives, if applicable, to show unified support of United Way of Dane County.

Review 10 Best Practices• Become familiar with the Best Practices and review whether you are implementing the practices most effectively.• The list of Best Practices can be found on our website at unitedwaydanecounty.org/run-a-campaign.

Set clear, specific goals and objectives from your campaign analysis• Develop a plan that targets the areas of greatest potential. From the analysis you did with your Loaned Executive or United Way staff liaison in the preparation phase, set goals that: - Increase employee participation. - Increase the average employee gift. - Increase the number of Key Club and Rosenberry donors. - Increase special event dollars. - Increase unrestricted giving.

Create Campaign timeline of events and anticipated needs•Createatimelinethatincludeswhenyourcampaignwillkick-off,whenyou’llneedmaterials,whenyourspecialeventswill occur, the date of your employee meeting/rally, when you will collect pledge forms, and any other important details. Allow at least two weeks for personalized pledge forms.

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Continued - Analyze prior year’s Campaign Results and set Campaign Goals, Objectives, Timelines and Strategies

Determine your Campaign strategies

•Now that you have analyzed your campaign and established goals, objectives, and timelines, it’s time to determine your strategies.•Review Best Practices; implement missing Best Practices.•Decide how to promote the campaign and educate your co-workers.•Request a Community Voices speaker.•Personalize pledge forms so employees feel individually asked to give.•Assign responsibilities - Who will take care of publicity? Getting materials? Writing the CEO endorsement letter? Scheduling the employee meeting/rally? Getting the food? Planning special events?

Share your strategies with your CEO

•Make sure you share the details of your Campaign with your CEO!

Meet with your Loaned Executive

Loaned Executives (LEs) call on organizations throughout the community and provide Employee Campaign Managers with guidance, support, and resources to grow employee campaigns.

Share your Campaign analysis from last year and your strategies and timeline for this year’s campaign

•Check in with your LE regularly to confirm dates or to notify them of any changes. Your LE is committed to helping you run a successful campaign!

Your Loaned Executive can help you by:

•Analyzing past campaigns and identifying the best approach for your organization.•Putting together a campaign committee and attending committee meetings.•Providing information about United Way’s Leadership Giving programs (Key Club, Rosenberry Society, Tocqueville Society, Loyal Contributors and the United Way of Dane County Foundation).•Training you and your committee.•Providing campaign supplies, Community Voices speakers for your employee meetings or rallies and tours, and volunteer opportunities for your employees.•Tailoring your employee meetings/rallies to your schedule and needs.•Brainstormingspecialeventideas.•Completing the revenue report envelope and other forms for reporting your great success!

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Develop Leadership Giving Strategies

As an integral part of your workplace giving program, Leadership Giving allows your employees to make a greater impact on the lives of people throughout Dane County and sets your organization apart as a leader in our community.

Meet with your Key Club Coordinator and Rosenberry Ambassador to analyze last year's results and set goals for this year

• Evaluatelastyear'sresults: •HowmanyRosenberryandKeyClubdonorsdoyouhave? •Whatwasthetotalforleadershipgifts? •Whogivesbetween$400and$749? •Setspecificgoalsforincreasingdonorsanddollars.UseyourOrganizationProfiletohelpsetgoals.

Develop strategies to increase Leadership Giving at your organization

• Beinclusiveandsharethemessagewithallemployees-anyonecanbeaLeadershipGiver!• Usecustomizedcommunicationstopersonalizethemessagetocurrentandprospectiveleadershipdonors.• Breakdownthegivinglevels-givingalittlebiteachpaycheckistheeasiestwaytobeaLeadershipGiver!• Talkaboutcombinedhouseholdgifts-donorscancombinetheirgiftwithahouseholdmemberandberecognizedasa Leadership Giver.• Makesureyour"40andunder"co-workersknowtochecktheRosenberrySocietyboxontheirpledgeforminorderto indicate their desire to join.• ThankyourRosenberryandKeyClubdonors.

Plan a Leadership Giving event

• PlanaspecialeventforLeadershipGiverstorecognizetheimportanceoftheirgiftandtheimpactithasonthecommunity.• Thisisagreatwaytorecognizethemostinvesteddonors.

Share these strategies with your CEO

• ShareyourstrategiestointegrateLeadershipGivingwithyourCEO.• AskyourCEOtoendorsetheimportanceofLeadershipGiving.

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Campaign Planning

•Schedule your Campaign Kick-off Rally

• Determinethestartandenddateofyourcampaign.MostCampaignslastbetweentwotofourweeks.• YourCampaignKick-offwillbethefirstdayofyourCampaign,andschedulingarallywillhelpbuildinterestandexcitement.

Request Campaign Materials and other Resources from your Loaned Executive

• YourLoanedExecutivehelpsyouwithallaspectsofyourCampaign,includinggivinganoverviewofUnitedWay,instructing employees on how to fill out their pledge forms, and supplying all Campaign materials.• ThroughyourLoanedExecutiveyoucanrequestaCommunityVoicesspeaker,pledgeforms,Campaignvideos,theCampaign Brochures, Campaign Posters and Thermometers, Sweepstakes promotional materials, Key Club pins, Business Volunteer Network information and New Hire/Retiree Packets.

Schedule a Community Voices Speaker or Tour

• InvitinganCommunityVoicesspeakertoyouremployeemeeting/rallyhasthebiggestimpactonyourresultsbecause employees gain first-hand knowledge of how their United Way contribution is driving change in our community.• UnitedWayhasapoolofspeakersfromourpartneragencies,partnershipinitiatives,directservices,volunteersandstaff.• Speakerscancoverissuesrangingfromtheracialachievementgap,thehomelesspopulationinDaneCountyoradverse drug reactions for seniors. Work with your Loaned Executive to identify a topic that would resonate with your employees and we can tailor a message that fits your work culture.

Personalize your Pledge Forms

• Bypersonalizingyourpledgeforms,you'llincreaseyourCampaign'seffectivenessbecauseemployeeswillfeelastronger connection to the Campaign. Personalization reinforces giving as an individual decision and you can ensure that all employees were asked and had the opportunity to give. • Withenoughleadtime,UnitedWaycanpersonalizepledgesformswithafileofemployee'snamestomakethisprocess easy for you.• Don'tforgettotalktoyourpayrolldepartmenttoreviewhowthepledgeformswerehandledlastyearandensurepayroll deduction is in place.

Develop a Communication Plan

• Decidehowoftenandwhattypeofcommunicationsyou'llbesendingtoyourco-workers.It'simportanttoeducate employees about the work United Way is doing throughout the community. Find examples on our website at unitedwaydanecounty.org/run-a-campaign. Some examples of template communications include: •CEOEndorsementLetter(email,letterorvoicemail). •InvitationtoRosenberrySocietyorKeyClub(email,letterorvoicemail). •Thankyoutodonors!

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Continued -Campaign Planning

•Incorporate Leadership Giving

• CoordinatingandpromotingLeadershipGivingisoneofthebestwaystoincreasethesuccessofyourorganization's United Way Campaign.• WorkwithyourKeyClubCoordinator,RosenberryAmbassadorand/orLoanedExecutiveto:

•Evaluate last year's results and set goals for number of donors, participation rates and identify possible new members.•Plan a Leadership Giving event to add a personalized touch to these invested donors.

Send out communications informing employees about upcoming Campaign

• It'simportanttostartpromotingyourCampaignbeforethekick-offsoemployeesareanticipatingtheupcomingCampaign and can start thinking about their philanthropic giving.

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CONDUCTEducate and promote your Campaign and theAgenda for Change

Make your Campaign fun and engaging

Distribute and collect pledge forms

• Conduct a special event.• Have incentives for attending meetings and submitting pledge forms.• Host a Leadership Giving event to thank your Leadership donors and invite them to continue their investments.• Update employees on the Campaign progress.

• Ensure every employee receives a pledge form. Be sure to include part-time and retired employees.• Send due date reminders.• Collect all pledge forms to ensure all employees were asked.

Donor follow-up

• Follow-up with employees who may have been on vacation or out of the office, and were unable to attend the meeting.• Look at last year’s donor list and follow-up with anyone who may have missed the opportunity or forgotten to give before the end of your Campaign. United Way staff and LEs are happy to assist you with donor follow-up as well. • Follow-up with employees who haven’t turned in a pledge form.

• Send messages about the Campaign through voicemail, email or your intranet site.• Hold employee meetings or rallies with agency speaker and/or Loaned Executive.• Utilize available employee testimonials at meetings or through other communication outlets.• Campaign Materials.• Schedule engagement activities.• Participate in Days of Caring or schedule a volunteer project for your organization.

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Educate and promote your Campaign and the Agenda for ChangeStart to build excitement about your Campaign and help your employees to understand how their participation improves people’s lives through our community’s Agenda for Change

Send messages about your Campaign through voicemail, email or your intranet site

• IncludearticlesandaCampaigncalendar,includingupcomingeventsinyourorganization’snewsletter.• SendyourCEOendorsementletterandtargetedLeadershipGivingletters. Find examples on www.unitedwaydanecounty.org/run-a-campaign. • DisplayUnitedWaypostersthroughoutyourorganizationandpostthermometerpostersshowingprogresstowardsyour organization’s goals.• TakephotosatspecialeventsandsharewithemployeesandUnitedWaytobehighlightedatCampaignCelebration.

Employee meetings or rallies with agency speaker and/or Loaned Executive

• YourUnitedWayCampaignstrategyneedstofitcomfortablywithinthestructureandenvironmentofyourorganization.• Anemployeemeetingbuildsenthusiamamongco-workers.• UseanexistingemployeemeetingasasimplewaytoshareUnitedWayinformationwithagroup.• InviteyourLoanedExecutiveoracommunityvoicesspeakertomakeapresentationatthismeeting.• Promoteattendancebyofferingdrawings,prizesandotherincentives.• Findasamplerally,employeeengagementactivities,andotherideasonunitedwaydanecounty.org/run-a-campaign.

Employee testimonials at meetings or other communication outlets

• EmployeetestimonialsareagreatwaytoshowtheimpactUnitedWayishavingonourcommunity,whichismade possible by employee donations.• Featurelongtimedonors,loyalcontributors,andnewdonorswhohavevolunteeredwithorhavebeenhelpedbyUnitedWay.

Campaign Materials

• RequesthardcopiesofourCampaignBrochure,posters,communicationtemplatesandotheronlinedocumentsthrough your Loaned Executive. These materials highlight the work we’re doing in Education, Income and Health.

Engagement Activities

• Engagementactivitiesareanothergreatwaytoshowyouremployeesfirst-handthedecisionspeopleinourcommunity make everyday. Ask your Loaned Executive or find our engagement activities on our website at unitedwaydanecounty.org/run-a-campaign.

Participate in Days of Caring or schedule a volunteer project

• Volunteeringwithyourco-workersisapositivewaytobuildmoraleandincreaseknowledgeabouttheneedsinthe community. Talk to your Loaned Executive or United Way staff liaison to get involved.

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Make campaign fun and engaging

Encourage participation by adding special events, incentives, and other communications

Conduct a Special Event

• IncludingoneormorespecialeventsinyourUnitedWayCampaigncanhelptomotivateandpromoteteamspirit,andraise awareness and money to support the progress of the Agenda for Change.• AfewideasforspecialeventsincludeJeansDays,sellinglunchesandbakedgoodsorparticipatinginagolftournament. Find more ideas and contact information from expert organizations on our webiste at www.unitedwaydanecounty.org/run-a-campaign.

Have incentives for attending meetings and submitting pledge forms

• Smallincentivescanreallydriveparticipationingivingandrallyattendance.• Incentivescanbegiftcardstorestaurants,services,paidtimeofforvacationstays.

Host a Leadership Giving event to thank your Leadership donors and invite them to continue their investment

• HostabreakfastoralunchwithaguestspeakertodemonstratetheimportanceofLeadershipGiving.• WorkwithyourKeyClubCoordinatorandRosenberryAmbassadortoplantheevent.• Don’tforgettoinviteyourCEO!

Update employees on the Campaign progress

• Sendemployeesupdatesonyourparticipationlevelsorhowmanydollarsare“in”todate.Itmotivatesemployeesto become involved, especially when they can see the progress (and impact) they’re having.

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Distribute and Collect Pledge Forms

Ensure every employee receives a pledge form, include part-time and retired employees

• Whetheryoudistributepledgeformsatanall-staffmeeting,puttheminmailboxesormailthem,makesureevery employee is asked to give. • Don’tassumethatbecausesomeoneispart-timeorretired,thathe/shedoesn’twanttoparticipateinthecampaign. Giving is a personal decision.

Send out due date reminders

• Workinduedatereminderswithyourcommunicationsaboutthecampaign.• IncludeyourduedateonyourUnitedWayposters.

Collect all pledge forms to ensure all employees are asked

• Collectingallpledgeformsensuresthateveryonewasaskedtogiveandthatemployeesmadethepersonaldecision.• Useanincentivetohaveemployeesreturnpledgeforms,whethertheydonatedornot.Examplesincludeapizzaparty, lunch or an ice cream social.

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Donor Follow-Up

Follow-up with employees who may have been on vacation, ill or were unable to attend the meeting

• Manypeopleforgetaboutthedeadlineorareoutoftheofficeduringthecampaign.• It’simportanttofollowupwiththeseindividualstocapturetheirdecisionongiving.

Look at last year’s donor list and follow-up with anyone who may have forgotten to give again before the end of your Campaign

•YourLoanedExecutiveorstaffliaisonwillprovidealistoflastyear’sdonorswhohavenotyetmadeapledgethisyear.•DeterminewhetheryouortheLoanedExecutivewillreachouttotheseindividualstoensuretheyhadtheopportunitytogive.•53%ofemployeesdon’tgivebecausetheyfeeltheyweren’tpersonallyasked.

Follow-up with employees who haven’t turned in pledge forms.

•Ensureallofyouremployeesmadeaconsciousdecisionabouttheirphilanthropicgiving,whethertheygiveornot.

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CONCLUDEReport your results

Thank donors

Debrief with your Loaned Executive and/or United Way staff liaison

• Thank your co-workers for coming to meetings and share your Campaign results by sending a letter or email from your CEO or your committee.• Thank and recognize your Key Club donors, Rosenberry Society members and Loyal Contributors by sending a personalized note or email from the CEO or your committee.• Thank your CEO for their involvement.• Thank your committee.

• Review final Campaign results.• Critique and document your Campaign and make copies of contacts, timelines and agendas.• Campaign strengths, opportunities and suggestions for next year.

Year-round United Way program

• Share United Way quarterly newsletters and encourage donors to connect with us on social media to see how their investment is changing lives.• Include new hire/retiree packets.• Please attend United Way events throughout the year.• United Way 2-1-1 is available year-round for information and referral on available community resources

• Submit materials by the Campaign deadline to ensure recognition for Campaign Celebration and eligibility for the sweepstakes.• Calculate all pledge forms, special event money, and corporate gift. Include these totals on the Revenue Report Envelope.• Ensure the corporate pledge card, if applicable has been returned to United Way.• Submit a list of Key Club donors to your Loaned Executive for Key Club pins.

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Report Your Results

Turn in materials by the Campaign deadline to ensure recognition for the Campaign Celebration

• It’simportantthatyourRevenueReportEnvelope(s)is/arereturnedtoUnitedWaybytheCampaigndeadlinetoqualifyfor campaign awards and to assure that employees are eligible for the participation sweepstakes.• BesuretoincludeyoursignedCorporatePledgecard(ifithasn’talreadybeenturnedin),employeepledgeformsand special event dollars.• FollowtheEmployeeCampaignManagerchecklisttoensureyou’veincludedeverything.

Calculate all pledge forms, special event money, and corporate gift and include this on the Revenue Report Envelope

• Workwithyourpayrolldepartmenttocalculatethepayrolldeduction,cash,anddirectbillamounts,aswellasthetotal compaign results.• LoanedExecutivewillprovideyouwithaRevenueReportEnvelope.Ifyouneedanotherone,pleaseask!

Ensure the corporate pledge card has been returned to United Way

• Ifyourorganizationhaspledgedacorporatedonation,pleaseensurethatthesignedpledgeformhasbeenforwardedor returned to United Way.

Submit a list of Key Club donors to your Loaned Executive for Key Club pins

• AttachalistofKeyClubdonorstotheoutsideofyourRevenueReportEnvelope.

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Thank Donors

Thanking employees is a crucial part of the campaign and will reinforce positive feelings about your campaign.

Thank your co-workers for coming to meetings and share your Campaign results by sending a letter or email from your CEO or your committee

• Thankco-workersbysendingaletterorholdinganeventsuchasabreakfastoralunch.• Offeranincentiveasathankyousuchasacompanyjeansdayorgiftcards.

Thank and recognize your Key Club donors, Rosenberry Society members and Loyal Contributors by sending a personalized note or email from your CEO or your committee

• WorkwithyourKeyClubCoordinatorand/orRosenberryAmbassadortosendoutalettertothanktheseinvesteddonors. Find examples on www.unitedwaydanecounty.org/run-a-campaign.• DeliverKeyClubpinstoKeyClubdonorstorecognizetheircommunityleadership.WorkwithyourLoanedExecutiveorstaff liaison to obtain these.

Thank your CEO for their involvement

• ThankyourCEOforsendingletters,emails,voicemails,andothercommunicationsduringthecampaign.

Thank your committee

• Thankyourco-workersthathelpedwiththeCampaign.ThisincludesyourKeyClubCoordinator,RosenberryAmbassador, and other committee members.• UnitedWaywillalsoprovidecertificatesforallinvolved.MakesureyouprovideyourLoanedExecutiveorstaffliaisonwith the names.

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Debrief with your Loaned Executive and/or United Way staff liaison

Review Final Campaign Results

• LookatyourCampaigntotaldollars,participationrates,andLeadershipdollars.

Critique and Document Your Campaign

• Tomakeplanningforfuturecampaignseasier,documentyourorganization’sgoals,dollarsraised,strategiesimplemented, and what special events occured.

Make copies of contacts, timelines and agendas

• Savecontacts,timelines,andagendastohelpyouplanfornextyear’scampaign.• Documentthoughtsonstrategiesfornextyear.

Campaign strengths, opportunities and suggestions for next year

• Determinewhatstrategiesweresuccessfulforyourcampaignandwhetheryou’llcontinuethisstrategynextyear.• Determinewhatdidnotworkwellanddevelopstrategiestoimproveuponthisareanextyear.

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Year-round United Way program

Start to build excitement about your Campaign and help your employees understand how their participation improves people’s lives through our community’s Agenda for Change

Share United Way quarterly newsletters and encourage donors to connect with us on social media to see how their investments are changing lives

• EmployeeCampaignManagersreceivemonthlynewslettersonupcomingeventsandAgendaforChangestories.• Sharethisinformationsothatdonorsatyourorganizationcanseethereturnontheirinvestments.• FormoreUnitedWaystories,visitourwebisteatwww.unitedwaydanecounty.organdclickmedia.

Include new hire/retiree packets

• ThisisoneofUnitedWay’s10BestPracticestohaveasuccessfulcampaign.Givingisapersonalchoiceandwewantto give employees the opportunity to donate now versus waiting for next year’s campaign.• AskyourLoanedExecutiveforsomenewhire/retrieepacketsandincludeapersonalizedmessagefromyourCEO.

Attend United Way events throughout the year

• WehostavarietyofeventsincludingCampaignCelebration,CommunityVolunteerAwards,DaysofCaring,andourannual Key Club event. • RosenberrySocietyhostsmonthlyevents.PleaseencourageyourRosenberrymemberstoparticipateintheseopportunites.

United Way 2-1-1 and VolunteerYourTime.org

• 2-1-1isaninformationreferrallinenotonlytogethelp,buttogivehelp.Volunteerthrough2-1-1orvisit VolunteerYourTime.org to find more volunteer opportunities.